Coastal Bridge Advisors’s Welltower WELL Stock Holding History

Coastal Bridge Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.78M	Sell
2025 Q2	$1.54M	Sell
2025 Q1	$1.72M	Buy
2020 Q3	–	Sell
2020 Q2	$204K	Buy